Capture the backlog. Number every page. Find the file.
The document capture worksheet sized from your own firm: the pages in the backlog, the scanner hours to clear it, the minutes a day the incoming paper takes, the hours a week spent finding and refiling paper and what that costs a year, and the pages a retention period keeps. Every answer becomes the client portal and the retention record a partner or an auditor will ask for.
Built for one kind of firm, for one job
Batesio is not an enterprise records platform, an e-discovery suite, a practice management system or a personal cloud drive, and it is not going to become one. Every field on every screen is there because a client file or a retention record needs it.
Capture the page. Share the file. Keep the record.
- The backlog sized before the scanner is bought. The document capture worksheet sizes the pages in the backlog, the scanner hours to clear it, the minutes a day the incoming paper takes and the pages a retention period keeps, from your own boxes and counts rather than a vendor's brochure.
- The retrieval hours and what they cost. Hours a week spent finding and refiling paper, the cost of that per year at your staff rate, and the boxes a retention period fills. Computed on the page, from your numbers.
- A record behind every file. Files upload through the client portal under your firm's name. Every page is numbered on capture. Every document carries its client, its matter and its retention date. Everything exports.
The free tools
Every tool computes its answer on the page, free, with no account and no trial clock. Put in your own boxes, pages, scanner speed, lookups, staff cost and retention period, and the backlog, the scan hours, the retrieval cost and the retained pages update as you type. The paid plan is about keeping what you make: the portal, the numbered pages and the retention record.
- Document capture worksheet: Size the scanning backlog, the scanner hours, the retrieval cost and the retention load from your firm's own boxes, pages and lookups.
Batesio Pro
The answers are free forever. Pro turns them into your firm's document system: the client portal where files are uploaded and shared under your firm's name, every page Bates-numbered on capture, each document filed against the client and the matter with its retention date, reminders to the person who owes a review, and a clean export when the auditor or the regulator asks. Batesio Pro is $19 per month for your whole firm, billed monthly.
